沧海2018持仓笔记

As of 8/6/2018; 以仓位为序

【1/1/2018】2018年大市. 一月中至月底或有短期调整。对策：第二周减仓；如果走出预期3%至5%，买进回调；如无回调，视季报市场反应决定；

Q4季报结束（二月下旬）与Q1季报（四月底）之间应该有一次5%回调。对策：Q4季报减仓观望。

【6/14/2018】2018H2大市. 七月底或为升势转折。预期下周会有一次短期回调，已作减仓对应。如果走出预期3%至5%，买进回调至七月底减持。之后考虑适度亥吉至十月。

 

 

沧海2018股票池 (2017-12-19 14:17:18)

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